-58.5%
HUBS vs SPXU
-79.9%
+21.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | -0.2% |
| 7D | -9.0% | +2.5% | -11.5% | -8.0% |
| 30D | +7.2% | +4.2% | +3.1% | +9.5% |
| 3M | +20.9% | -9.3% | +30.1% | +17.0% |
| 6M | -13.0% | -30.7% | +17.7% | -24.7% |
| YTD | -43.8% | -28.1% | -15.7% | -50.2% |
| 1Y | -54.6% | -35.2% | -19.4% | -61.2% |
| 3Y | -58.5% | -79.9% | +21.5% | -76.5% |
| All | -58.5% | -79.9% | +21.5% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling